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Name Holding Trade Value Shares
Change
Change in
Stake
VIA
2551
Vickerman Investment Advisors
Washington
$823K
AAMG
2552
AMG Asset Management Group
Georgia
$822K -$49.1K -151 -6%
CW
2553
Cornerstone Wealth
Tennessee
$820K -$3.25K -10 -0.4%
CL
2554
CPWA LLC
Oregon
$820K +$8.46K +26 +1%
OWA
2555
Opal Wealth Advisors
New York
$820K +$9.76K +30 +1%
OKSA
2556
O'Keefe Stevens Advisory
New York
$818K +$17.6K +54 +2%
HC
2557
Hamilton Capital
Ohio
$818K -$183K -564 -20%
FMP
2558
Financial Management Professionals
Texas
$818K +$35.1K +108 +5%
FFL
2559
Future Fund LLC
Illinois
$818K +$9.76K +30 +1%
PPWM
2560
Paragon Private Wealth Management
Kentucky
$816K -$55.6K -171 -7%
TWM
2561
TriaGen Wealth Management
California
$815K
KW
2562
KWB Wealth
California
$814K +$8.78K +27 +1%
CCA
2563
Childress Capital Advisors
Texas
$812K -$376K -1,156 -33%
CPW
2564
Crestmont Private Wealth
Texas
$812K +$4.88K +15 +0.7%
C
2565
Croban
Ohio
$811K +$34.2K +105 +5%
MPAM
2566
Murphy Pohlad Asset Management
Minnesota
$810K
SCM
2567
Sunbeam Capital Management
Georgia
$810K +$32.2K +99 +5%
HI
2568
Human Investing
Oregon
$809K +$2.28K +7 +0.3%
LS
2569
Leelyn Smith
Illinois
$808K -$177K -545 -19%
HA
2570
Hanover Advisors
South Carolina
$808K -$4.23K -13 -0.6%
DWM
2571
DecisionMap Wealth Management
Virginia
$807K -$36.8K -113 -5%
CFA
2572
Cahill Financial Advisors
Minnesota
$806K +$2.6K +8 +0.4%
WF
2573
Wayfinding Financial
Washington
$805K +$10.4K +32 +1%
S
2574
Sunpointe
Missouri
$804K -$43.9K -135 -6%
MWS
2575
MFA Wealth Services
California
$804K +$50.1K +154 +7%